Latest Institutional Transactions on Affirm Holdings, Inc. (AFRM)
This table provides information on the latest institutional transactions involving Affirm Holdings, Inc. (AFRM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-2.28K- 45.45% |
$99.8K - $185K
|
2.74K
$115K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-1- 6.67% |
$43.7 - $81
|
14
$589
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
803+ 4.12% |
$35.1K - $65K
|
20.3K
$855K
|
|
|
Apr 17, 2025
Q1 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
8.99KNew |
$393K - $728K
|
8.99K
$378K
|
|
|
Apr 17, 2025
Q1 2025
|
Rja Asset Management LLC
Stamford, CT |
BUY
|
- |
156K+ 39.35% |
$6.83M - $12.7M
|
554K
$23.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3New |
$131 - $243
|
3
$126
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.99KNew |
$218K - $404K
|
4.99K
$210K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.49K+ 2.82% |
$65.2K - $121K
|
54.4K
$2.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
312+ 624.0% |
$13.6K - $25.3K
|
362
$15.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-23.3K- 75.76% |
$1.02M - $1.89M
|
7.46K
$314K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
3.5K+ 5.93% |
$153K - $283K
|
62.5K
$2.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 14.29% |
$43.7 - $81
|
8
$337
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-50- 78.13% |
$2.19K - $4.05K
|
14
$589
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
8.53KNew |
$373K - $691K
|
8.53K
$359K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
105+ 52.5% |
$4.59K - $8.5K
|
305
$12.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13- 1.14% |
$568 - $1.05K
|
1.13K
$47.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
37.9KNew |
$1.65M - $3.07M
|
37.9K
$1.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-203K- 97.79% |
$8.88M - $16.4M
|
4.6K
$193K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
472+ 7.44% |
$20.6K - $38.2K
|
6.82K
$287K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-8Closed |
$350 - $648
|
0
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.35K+ 3637.84% |
$58.8K - $109K
|
1.38K
$58.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.67KNew |
$248K - $459K
|
5.67K
$239K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
227+ 1335.29% |
$9.92K - $18.4K
|
244
$10.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10New |
$437 - $810
|
10
$421
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-16.4K- 10.65% |
$718K - $1.33M
|
138K
$5.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
259+ 2.16% |
$11.3K - $21K
|
12.3K
$516K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
6.13K+ 2.46% |
$268K - $496K
|
256K
$10.8M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.08% |
$175 - $324
|
5.01K
$211K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
770+ 18.33% |
$33.6K - $62.4K
|
4.97K
$209K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9New |
$393 - $729
|
9
$379
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
11.6KNew |
$507K - $940K
|
11.6K
$489K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
669+ 19.65% |
$29.2K - $54.2K
|
4.07K
$172K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-142- 8.02% |
$6.21K - $11.5K
|
1.63K
$68.5K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
274+ 428.13% |
$12K - $22.2K
|
338
$14.2K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.64KNew |
$140K - $265K
|
3.64K
$153K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2New |
$77 - $146
|
2
$84.2
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.75KNew |
$144K - $273K
|
3.75K
$158K
|
|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
7.69KNew |
$296K - $560K
|
7.69K
$324K
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-207K- 98.36% |
$7.95M - $15.1M
|
3.45K
$145K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
10New |
$385 - $729
|
10
$421
|
|
|
Feb 21, 2025
Q4 2024
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
4KNew |
$154K - $291K
|
4K
$168K
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
SELL
|
- |
-6.23K- 53.46% |
$240K - $454K
|
5.43K
$229K
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
BUY
|
PUT |
5.41K+ 1832.2% |
$208K - $394K
|
5.7K
$240K
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
4.96K+ 5.9% |
$191K - $362K
|
89K
$3.75M
|
|
|
Feb 18, 2025
Q4 2024
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
87.8KNew |
$3.38M - $6.4M
|
87.8K
$3.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
59.3K+ 9.8% |
$2.28M - $4.32M
|
664K
$28M
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
3.5KNew |
$135K - $255K
|
3.5K
$148K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
15.8K+ 2.65% |
$607K - $1.15M
|
611K
$25.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Harbourvest Partners LLC
Boston, MA |
SELL
|
- |
-5.8K- 24.99% |
$223K - $423K
|
17.4K
$733K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.48M+ 447.64% |
$56.8M - $108M
|
1.81M
$76.1M
|
|